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Power Analysis

Author: Anthony Power & Bryce McNallie

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Power Analysis is the premier destination for investors tracking the Bitcoin mining and AI infrastructure space.


Hosted by Anthony Power (@cazenove_uk) — one of the most respected voices in Bitcoin mining stock analysis — alongside Bryce McNallie (@McnallieM), Power Analysis delivers in-depth company interviews, earnings breakdowns, sector news, and market commentary — direct from the executives building the next generation of digital infrastructure.


Whether you're actively trading mining stocks, researching AI infrastructure plays, or just getting started — Power Analysis gives you the edge with timely, accurate coverage across the companies that matter most.


New episodes dropping regularly. Subscribe and never miss a move.


🐦 Follow Anthony on X: x.com/cazenove_uk 

🐦 Follow Bryce on X: x.com/McnallieM 

📊 Anthony's Patreon: patreon.com/cw/Cazenove_UK 

📊 Bryce's Patreon: patreon.com/c/McNallieMoney 

🌐 poweranalysis.io


For information and entertainment purposes only. Not financial advice.

701 Episodes
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AI infrastructure and power stocks finally show “green shoots” after weeks of relentless selling, and we lay out why the reversal and the volume look different this time. We connect macro pressure from a hot PPI print to real project economics, then sanity-check the tape with oversold RSI, analyst targets, and what institutions may be doing behind the scenes. • sector wide sell-off context and why it feels extreme for holders • PPI, yields and rate-cut odds as headwinds for long-d...
We watch another deep red market day hit AI infrastructure stocks and ask how low the sector can go when fundamentals look stronger than price action. We break down the biggest pressure points, from financing and bond yields to valuation metrics like 52-week lows and net asset value, then land on what we think investors should do next. • Bitcoin’s recent range, long-term buying mindset, and why one day does not matter • Strive’s rapid Bitcoin accumulation, preferred shares mechani...
We map the AI infrastructure sell-off from late June through today and explain why prices can fall hard even when contracts, pipelines, and long-term demand for megawatts look strong. We also share what we’re buying, what catalysts we need next, and which headlines suggest AI colocation revenue is finally hitting an inflection point. • Bitcoin price range, scarcity dynamics, and dollar cost averaging discipline • Heat map breakdown, 52-week ranges, and why the group looks oversold...
We walk through a rough day for AI infrastructure and Bitcoin-adjacent stocks, even as deal flow, price targets, and data center buildouts keep improving. We focus on what actually moves these names next: earnings proof, contract performance, and whether the market finally prices in HPC revenue and margins. • Bitcoin pulls back and banding levels matter for sentiment • Strategy and Strive treasury buys plus preferred share dynamics • Heat map check-in with broad red tape act...
We close out a rough week for Bitcoin and AI infrastructure stocks by zooming in on what actually drives outcomes: revenue quality, power delivery, and execution speed. We run the valuation math on Frontier labs and connect it to the on-the-ground reality of data center build timelines, supply chain lead times, and contract economics. • Bitcoin check-in from Token2049 and why sentiment does not always move price • OpenAI and Anthropic revenue run-rates, IPO timing and what valuati...
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